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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
726
Endurance Wealth Management
Rhode Island
$14K
IBOK
727
Independence Bank of Kentucky
Kentucky
$14K
M
728
MOTCO
Texas
$14K
CAL
729
Capital Advisors Ltd
Ohio
$14K +$2.76K +17 +21%
CT
730
Caldwell Trust
Florida
$13.4K
DFCM
731
Dark Forest Capital Management
Puerto Rico
$13K -$13K -80 -46%
CAL
732
Capital Analysts LLC
Pennsylvania
$13K
TWM
733
Tradition Wealth Management
Minnesota
$13K
NMG
734
New Millennium Group
Utah
$12K
BWM
735
Baystate Wealth Management
Massachusetts
$12K +$162 +1 +1%
FFA
736
Fairfield Financial Advisors
Massachusetts
$11.5K
KTC
737
Kistler-Tiffany Companies
Pennsylvania
$11K
WBC
738
West Branch Capital
Massachusetts
$11K
FMII
739
Farmers & Merchants Investments Inc
Nebraska
$11K +$2.44K +15 +25%
Bank of Montreal
740
Bank of Montreal
Ontario, Canada
$9.6K -$9.69M -59,675 -50%
ARIS
741
Advanced Research Investment Solutions
California
$9K
CMP
742
Coston McIsaac & Partners
Maine
$9K
TCWA
743
Ten Capital Wealth Advisors
Washington
$8K +$8.44K +52 New
MTIC
744
Missouri Trust & Investment Company
Missouri
$7K -$8.12K -50 -50%
PP
745
PrairieView Partners
Minnesota
$7K
SWM
746
Selective Wealth Management
Virginia
$7K
TSWM
747
Tyler-Stone Wealth Management
Ohio
$7K
WWMSC
748
Wagner Wealth Management (South Carolina)
South Carolina
$7K
SC
749
Schubert & Co
Texas
$7K +$2.11K +13 +34%
JFGIW
750
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7K +$6K +37 +370%